MBOX EA SERIES TRUST
FollowFREEDOM DAY (fund)
9 managers (9 13F filers) reported a position in MBOX shares at 2024-12-31, 3,161,780 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 1
- Added
- 5
- Reduced
- 2
- Sold out
- 2
- Shares held by filers
- 3,161,780
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Freedom Day Solutions, LLC | 3,043,731 | $99.9M | 29.87% | +242,645 | 13F-HRTimeline |
| Ethos Financial Group, LLC | 59,981 | $1.97M | 0.26% | +6,317 | 13F-HRTimeline |
| HighTower Advisors, LLC | 25,014 | $821K | <0.01% | -906 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 18,536 | $608K | <0.01% | +3,984 | 13F-HRTimelineGroup |
| SAPIENT CAPITAL LLC | 7,507 | $246K | <0.01% | +1,186 | 13F-HRTimeline |
| Cetera Investment Advisers | 6,743 | $221K | <0.01% | -320 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 267 | $8.76K | <0.01% | +262 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $45 | <0.01% | new | 13F-HR/ATimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |